Contextual Intelligence Platform
The Contextual Intelligence Platform delivers a complete, connected, trusted picture of markets, accounts, and buyers, reveals the right plays, and activates them through your GTM teams and AI agents to grow and retain revenue.
HG Insights grounds the GTM decisions that drive over $1.5 trillion in revenue across Fortune 500 Technology companies.
The Contextual Intelligence Platform is HG Insights' go-to-market intelligence platform that gives revenue teams and AI agents a complete, connected, and trusted picture of market, account, and buyer. It runs on four components: HG Fabric, HG Copilots, HG Agents, and HG MCP Server, extended by HG Customer Voice, powered by TrustRadius.
HG Fabric provides the data and intelligence foundation. HG Copilots, HG Agents, and HG MCP Server turn that foundation into action, guiding a person to execute a GTM action, automating a task or feeding a customer's own AI agents. HG Customer Voice, powered by TrustRadius, adds verified buyer intent, trusted product reviews, and GEO monitoring and content optimization. Together, they connect installs, spend, intent, and contacts to one company identity, so every signal is interpreted in the same manner by every team and every agent that touches it.
Why Context Matters Now
AI agents are now common in go-to-market work. That is no longer the differentiator; the quality of the intelligence behind the agent is. Most agents still run on fragmented, incomplete, or disconnected data. Without context, an agent cannot tell that two records are the same company, that a subsidiary's spend belongs to its parent, or that an account already owns the product it appears to be newly interested in. The agent still answers: fast, polished, confident, and wrong. Automation applies that error across an entire market in a day, with nothing in the output to flag it.
The same company appears as several accounts. Firmographic, install, and intent records arrive from different vendors under different names, so a subsidiary's spend never rolls up to its parent, and market sizing, territory math, and account priorities inherit the duplication with nothing flagging it.
An intent signal carries no meaning on its own. A list of accounts researching a category treats a current customer, a competitor's customer, and a company with no footprint as one group, so a single campaign ends up mixing motions that need different plays entirely.
A static install list hides what changed. Knowing a company runs a product today says nothing about whether it arrived last quarter, replaced a competitor, or is on its way out; without first-seen and last-seen dates, a footprint is a snapshot, not a sequence of events.
AI agents cannot detect what the data is missing. Asked what an enterprise runs or spends, an agent returns a fluent, confident answer whether or not the records support it, and automation applies that error across a market in a day.
How the Platform Fits Together
The Contextual Intelligence Platform is organized around one data foundation and three ways to put it to work.
and churn risk early
GTM teams and AI
Intelligence
HG Fabric the intelligence foundation
Fabric connects HG data across sources, tracks changes over time, and computes signals no single source contains, turning connected data into decision-ready intelligence. It draws on more than a decade of historical technology data, HG's global signaling network (including Cloud Dynamics), and frequently refreshed buyer research, including verified intent from TrustRadius. A proprietary, domain-specific model resolves every record to one company identity and its corporate hierarchy, timestamps it, and classifies it against HG's taxonomy. Fabric can be licensed independently and delivered by API or Direct Feed into a customer's warehouse, CRM, applications, or models.
A Copilot guides the user, an Agent completes the work, and HG MCP Server carries the intelligence into a customer's own agentic environment. The definitions underneath stay identical, so answers stay consistent across every team and every agent that uses them.
Market Analyzer, Data Studio, and Sales Copilot help people research markets, prioritize accounts, build audiences, and engage buyers using Contextual Intelligence.
A user provides an objective, account, domain, or campaign criteria, and HG Superagent selects and coordinates the right specialist agents to deliver a finished, source-cited output: an account brief, a buying-committee map, a target list, a score, a contact table, or personalized outreach, through Slack, Microsoft Teams, the HG interface, or embedded in the customer's own application.
Through the Model Context Protocol, a customer's own agents can query Fabric, run curated workflows, and retrieve SEC filings, federal contract data, licensed contacts, and live web research.
Customer Voice extends the platform further. It brings verified buyer-intent signals into Fabric from a community of technology buyers actively researching and comparing products, and in return, Fabric enriches TrustRadius product pages with HG product intelligence, plus GEO monitoring to measure citation visibility and performance across AI search.
What Contextual Intelligence Does
Contextual Intelligence gives GTM teams and AI agents the complete, connected, and trusted picture of market, account, and buyer they need to act with confidence and precision, in five ways.
Installs, spend, intent, contacts, and hierarchies carry the same company identifier and resolve against the corporate hierarchy. One identity per company removes the double-counting that makes market sizing and territory design disagree: spend rolls up to the parent, installs attach to the right entity, and the account count holds whether a strategy team, RevOps, or an agent asks.
First-seen and last-seen dates turn a list of installs into a sequence of additions, removals, and replacements across 15+ years, enough to tell a plausible trigger from a real one.
Momentum combines a product's footprint with its adoption trend at the product, portfolio, or account level. HG Contextual Buyer Intent ties research behavior to what a company already owns, so a declining platform reads as a displacement target rather than a closed door, and a growing one reads as a threat.
Every signal ships with the context a person or agent needs to read it correctly, without specialist knowledge of the data. HG Contextual Buyer Intent separates four designations from one behavior: expansion, where a company already owns the product; displacement, where a competitor is installed; complementary, where an adjacent product sits; and white space, where no footprint exists. One list becomes four campaigns.
Platform Specifications
| Primary users | Strategy, revenue operations, sales, marketing, customer success, data and GTM engineering, and the AI agents working alongside them. |
|---|---|
| Use cases | Market sizing, account prioritization, territory design, competitive displacement, whitespace analysis. |
| Data inputs | Installs across 15+ years, IT spend across 150+ categories, HG Contextual Buyer Intent, verified intent from 12M+ TrustRadius evaluations, corporate hierarchies, funding and Mergers & Acquisitions (M&A) events, Functional Area Intelligence contacts. |
| Integrations | Salesforce, data warehouses, CRMs, Slack, Microsoft Teams, AWS Marketplace, Amazon Quick, Anthropic, OpenAI, Microsoft. |
| Deployment | Cloud (SaaS), plus API and Direct Feed into a customer's own environment. |
| Security and compliance | Authenticated, logged, and monitored endpoints; prompt-injection screening; redaction before storage. SOC 2 Type II, GDPR, CCPA. |
| Commercial model | HG Fabric is licensable independently of HG Copilots, HG Agents, and HG MCP Server. Available on AWS Marketplace. |
| HG Fabric | Installs and usage by role/department, IT, AI and cloud spend, buyer intent, funding and M&A events, contacts and technology/vendor traction and velocity. Delivered by API or Direct Feed. Supports market sizing, enrichment, warehouse and CRM activation, and custom modeling. |
| HG Copilots | Market Analyzer, Data Studio, and Sales Copilot, with AI Scoring available across all three. Supports market and ICP analysis, predictive scoring, and ranked seller worklists. |
| HG Agents, orchestrated by HG Superagent | A library of pre-built agents, including Account Research Brief, Buying Committee Mapper, Trigger Analyst, Account List Builder, Campaign Account Scorer, Campaign Contact Finder, and Outreach Drafter, that handle account research, committee mapping, list building, and contact discovery. The new HG Superagent routes a request automatically across the full catalog of more than 60 GTM workflows and 60 supporting skills. |
| HG MCP Server | Model Context Protocol access to HG Fabric, SEC filings, federal contract data, licensed contacts, and live web research, plus curated workflows and orchestration. Supports retrieval inside customer-built agents, direct query, and orchestration. |
| Customer Voice, powered by TrustRadius | Verified buyer intent from 12M+ evaluations, review collection, and GEO monitoring across AI search engines. Supports intent activation, review generation, and citation measurement. |
How the Platform Compares
Analyst reports come out once or twice a year, rely on limited vendor-supplied data, and reflect the analysts' own view. They give broad market direction, not account-level intelligence GTM teams or AI agents can act on.
Most B2B data ships as separate files: firmographics from one vendor, installs from a second, intent from a third. The Contextual Intelligence Platform resolves all of it to one identity first, which is what makes a signal like Momentum computable at all.
A capable agent reasons and writes well without knowing what an enterprise actually runs or spends. Install detection, IT spend across 150+ categories, and verified buyer intent are what separate a fluent answer from a correct one.
Who the Platform Is Built For
Best Fit
Organizations that are centralizing the GTM operations and intelligence under a shared operating model, where data engineering governs the foundation and GTM operations manages activation.
Customer Proof
This isn't just data. It's intelligence that informs the right action at the right time. That's a critical difference.
At Thomson Reuters, the go-to-market analytics function combined first-party data with HG Insights intelligence to answer the timing question in enterprise sales, not just the targeting question. Time-series data surfaced divergences in buyer behavior and competitive activity, and the approach proved most effective in retention.
At Hyland Software, the customer intelligence team used HG Insights alongside analyst sources that described markets at a high level but carried no install-base granularity. Technographic, competitive, and IT spend data fed one ICP scoring model, and the team assigned account scores across five sales plays on a single global definition.
Contextual Intelligence, Activated
GTM use cases, powered by one intelligence foundation. Each draws on the same connected picture of markets, accounts, and buyers
Connects in-depth market, account, buyer intent, and customer insights and powers HG Copilots, HG Agents and HG MCP Server to activate core GTM use cases and achieve scalable revenue growth.
Turn GTM strategy into pipeline growth leveraging connected TAM/SAM/SOM market analysis and ICP design with account-level details to focus marketing and sales resources where opportunity is greatest.
Identify your competitors’ weak spots, reach out to their customers at the best moment in the renewal cycle, and automate your takeout campaigns, all within the tools you already have.
Use connected propensity modeling and dynamic scoring across fit, intent, and engagement signals to accelerate targeting, focus seller time on high-likelihood pipeline, increase conversion, and tighten forecasting.
Elevate ABM performance by combining deep ICP and account insights with contextual buyer intent to focus campaigns and outreach on high value accounts likely to convert.
Prioritize accounts showing in-market buying signals so sales can engage the right buyers at the right time.
Generate ICP-verified, in-market leads from accounts actively researching you and your competitors, using the voice of your customers to increase lead-to-opportunity conversion and generate pipeline.
Improve sales efficiency and effectiveness with HG Copilots and HG Agents powering scoring, account research, custom playbooks, personalized outreach, and signal-based engagement.
Automate territory design, balancing, allocation, and routing using granular market, account, and intent insights to maximize coverage, reduce contention, and speed assignments and handoffs.
Enrich your MDM/CRM with the most comprehensive, current, and granular market, account, spend, tech installs, and buyer datasets, powered by contextual intelligence and sourced from over 20 billion 2nd and 3rd-party datapoints.
Automatically segment, score, and route leads applying ICP and account insights with real-time intent, behavioral, and firmographic signals.
Capture and apply verified customer reviews and product insights to amplify brand influence, strengthen campaigns, increase sales credibility, and improve customer loyalty. Now with the GEO Monitoring Dashboard to track your AI Share of Voice and see how AI answer engines represent your product.
See how AI answer engines represent your product to buyers. The GEO Monitoring Dashboard tracks which AI engines crawl your TrustRadius pages, monitors your AI Share of Voice versus competitors, and shows where you’re being cited or overlooked in AI-generated answers.
Surface accounts with revenue potential to drive new business within your existing customer base or by expanding your target market.
Move from account insight to contact outreach in one workflow. HG Insights identifies, enriches, and activates verified decision-maker contacts directly within Sales Copilot.
One Intelligence Foundation, Everywhere Teams Work
HG Insights is extending Contextual Intelligence across the enterprise AI ecosystem, so customers get trusted GTM intelligence wherever they choose to build, buy, and work.
Fabric, HG Copilots, and HG MCP Server are available on AWS Marketplace, so eligible customers can apply existing cloud commitments toward HG.
HG MCP Server extends into Amazon Quick, Anthropic, OpenAI, and Microsoft, so developers and AI teams bring HG intelligence directly into the agents and applications they're building, without first building the underlying GTM data infrastructure themselves.
GTM teams reach HG intelligence and agentic workflows through the applications and AI environments their organizations have already adopted, rather than adding another destination to the stack.
The interface will vary by team and platform. The intelligence behind it doesn't have to: one intelligence foundation, activated across the GTM workflows and AI environments customers choose.
Trust and Governance Built In
Every endpoint is authenticated, logged, and monitored. Inputs are screened for prompt injection, sensitive data is redacted before storage, and every agent run creates an audit trail. SOC 2 Type II, GDPR, and CCPA apply across the platform.
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